Lesley HarleyCRD Number: 5911491
Current Firm: Blackrock Financial Management, Inc.
Lesley Harley (CRD# 5911491) is an Investment Advisor Representative working at Blackrock Financial Management, Inc. in Boston, MA and has over 6 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Blackrock||Princeton, NJ||Feb 2010 - Current||8|
|General Capital Partners, LLC||Denver, CO||Feb 2009 - Feb 2011||2|
|Anthropologie||Denver, CO||Mar 2008 - Aug 2009||1|
|Mccain 2008||Centennial, CO||Jul 2008 - Nov 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2011|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
Total Assets Under Management710,779MILLIONS
Total Number of Accounts1,801ACCOUNTS
Average Account Value$394,657,756
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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